Importing-> sample import spreadsheets
If you need assistance with your Fintesk data import, you may wish to begin with a template document to see how best to proceed.
Note: For information on how to import spreadsheet data into Fintesk, check out this guide.
The spreadsheet attached to this article, Fintesk sample data, provides excellent visual cues and important reference information to get you started using Fintesk.
The columns in the sample spreadsheet are color-coded, and provide descriptions of the different fields, making the column headers easy to recognize in the mapping section of Fintesk's importing function.
You can populate your own data into this spreadsheet, or use it to gain insight regarding where to map the different Fintesk fields in your own spreadsheet's columns.